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Phyllis F. Long
Phyllis F. Long
Financial Advisor
Financial Planning Specialist
433 South Main Street
West Hartford, CT 06110
tel: 860-313-7122
toll free: 800-243-3154
fax: 860-313-7272
Email Me
Welcome Education Associations Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • Bachelor of Business Administration, 1982
    University of Texas
    Austin, TX
  • Financial Planning Specialist Designation
  • Series 7
  • Series 63
  • Insurance Licenses
Associations
  • Sweet Adelines International
    Farmington Valley Chorus Chapter
    President
    Simsbury, CT
  • Tower Ridge Ladies' Golf Association
    Co-President
    Simsbury, CT
Services
  • Women and Company®
Business Experience
  • 1996 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    West Hartford, CT
  • 1987 - 1996: Hartford Financial Services
    Senior Account Executive
    Hartford, CT
  • 1982 - 1987: Hartford Financial Services
    Account Executive
    Dallas, TX
Phyllis F. Long is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, VA, WA, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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